-9.5%
VMC vs PLTD
-33.9%
+24.4%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.6% | -3.7% | +0.9% |
| 7D | -4.3% | +5.9% | -10.3% | -4.3% |
| 30D | -8.2% | -11.6% | +3.4% | -8.3% |
| 3M | -7.0% | -29.9% | +22.9% | -7.1% |
| 6M | -10.8% | -28.5% | +17.8% | -10.7% |
| YTD | -7.4% | -20.4% | +13.0% | -6.5% |
| 1Y | -9.5% | -33.3% | +23.8% | -6.6% |
| All | -9.5% | -33.9% | +24.4% | -6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PLTD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling